In this premiere episode of The Client Side™ Podcast, award-winning financial services client acquisition specialist, Bill Walton addresses what he calls “The $30 Trillion Chase.”This "chase" speaks to the $30 trillion of wealth that has begun shifting from one generation to the next with baby boomers passing on their legacies. Joined by his co-host award-winning media and branding expert Shakira M. Brown they share what strategies professionals in wealth management can and should implement to acquire and retain more clients. Walton shares thoughtful insights on how being a “thinking partner” and practicing the “joy of helping” can attract new prospects and offer more value to clients. Plus, discover how-to “Mean More to Clients” in Walton’s “Bill-ism” of the episode.

Bill Walton is the CEO of Bill Walton Sales Training a Client Acquisition firm with over 20 years of experience in helping financial services firms "mean more" to clients. Learn more about Bill Walton and download our free whitepaper “The New Era in Prospecting in Wealth Management” by visiting www.billwaltonsalestraining.com

Special Thanks: The Client Side Podcast is recorded at IBIS Venue Center in Hamilton, NJ which offers professional meeting spaces by the hour, day and week for affordable prices. Better still you can use these facilities 24 hours 7 days a week learn more by visiting: http://www.ibisvc.com/